Sage View Advisory Group, LLC Schwab Us Aggregate Bond ETF Transaction History

Sage View Advisory Group, LLC

  • $2.32 Trillion
  • Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 40,907 shares of SCHZ stock, worth $948,224. This represents 0.04% of its overall portfolio holdings.

Number of Shares
40,907
Previous 24,258 68.63%
Holding current value
$948,224
Previous $1.15 Billion 19.44%
% of portfolio
0.04%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$22.63 - $47.53 $376,766 - $791,326
16,649 Added 68.63%
40,907 $929 Million
Q3 2024

Nov 14, 2024
SELL
$45.2 - $47.87 $911,458 - $965,298
-20,165 Reduced 45.39%
24,258 $1.15 Billion
Q2 2024

Aug 14, 2024
BUY
$44.66 - $45.99 $1.98 Million - $2.04 Million
44,423 New
44,423 $2.02 Billion
Q4 2023

Feb 09, 2024
BUY
$43.09 - $46.83 $2.3 Million - $2.5 Million
53,349 Added 47.84%
164,866 $7.64 Billion
Q3 2023

Nov 02, 2023
SELL
$44.14 - $46.33 $1.39 Million - $1.46 Million
-31,584 Reduced 22.07%
111,517 $4.93 Billion
Q2 2023

Aug 11, 2023
BUY
$45.86 - $47.33 $1.92 Million - $1.99 Million
41,958 Added 41.48%
143,101 $6.61 Billion
Q1 2023

May 01, 2023
BUY
$45.33 - $47.44 $136,805 - $143,173
3,018 Added 3.08%
101,143 $4.74 Billion
Q4 2022

Feb 14, 2023
BUY
$44.04 - $47.03 $4.32 Million - $4.61 Million
98,125 New
98,125 $4.48 Billion

Others Institutions Holding SCHZ

# of Institutions
682
Shares Held
163M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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